Join a high-performing, nationally ranked insurance agency. The Mundell Insurance Agency is expanding, and we have an opening for a full-time Licensed Customer Service Representative (CSR). If you are passionate about delivering exceptional customer service and thrive in a fast-paced environment, this could be the career opportunity for you!
Base Salary - $60,000 -$80,000 Based on experience + Bonus Opportunities
Salary Range: $60000.00 - $80000.00 per year
BenefitsAnnual Base Salary + Bonus Opportunities
Mon-Fri Schedule
Career Growth Opportunities
Hands on Training
Holidays Off
Team Meetings
Licensing Assistance
Base Salary Plus Commissions
Long-Term Career Growth
Bonus Opportunities
Weekends Off
Paid Time Off (PTO)
Breville Espresso / Coffee
Health Insurance Stipend
Health Insurance
Responsibilities
- Own the renewal and underwriting process by tracking required documents, forms, photos, and signatures through our CRM to ensure nothing falls through the cracks and all carrier deadlines are met.
- Manage workflows inside our CRM, keeping tasks organized, following up proactively, documenting every interaction, and ensuring each client file moves from start to finish on time.
- Answer incoming phone calls, texts, and emails quickly, professionally, and with a high level of customer service.
- Help clients with policy changes, endorsements, billing questions, and coverage requests for home, auto, umbrella, renters, landlord, and commercial insurance.
- Work directly with insurance carriers and underwriters to resolve underwriting issues, satisfy requirements, and prevent cancellations or non-renewals.
- Issue Certificates of Insurance (COIs), Evidence of Insurance (EOIs), mortgagee updates, and lender requests.
- Maintain detailed documentation in our agency management system and follow our service process on every client interaction.
- Immediately hand off all new sales opportunities to the sales team so every lead receives a fast response.
- Schedule life insurance appointments for the sales team and gather preliminary client information.
- Identify cross-sell opportunities while servicing existing clients and create warm introductions for the sales team.
- Coordinate with escrow officers, lenders, property managers, contractors, and insurance carriers to keep transactions moving and clients informed.
- Deliver a high level of customer service while building long-term relationships and ensuring every client feels taken care of.
Requirements- California Property & Casualty License.
- Highly detail-oriented. This is the most important requirement for this role. You enjoy keeping projects organized, following processes, and making sure nothing falls through the cracks.
- Highly organized with excellent time management skills and the ability to manage multiple priorities at once.
- Self-motivated with a strong work ethic. Takes ownership, follows through, and consistently meets deadlines.
- Coachable and open to feedback, with a willingness to learn and continuously improve.
- Positive, high-energy attitude with a professional, compassionate, and personable approach to client service.
- Team-first mindset. Friendly, dependable, easy to work with, and contributes to a positive office culture.
- Excellent written, verbal, and active listening communication skills.
- Comfortable talking with clients over the phone and using technology, with the ability to quickly learn new software and agency processes.
- Ability to prioritize tasks, stay organized in a fast-paced environment, and consistently follow established workflows.